See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 6-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,987 | $172,111-91.3% | $150,298-90.0% | $137,256-89.1% |
| Participation rate | 90.9% | 81.7%+9.2pp | 77.8%+13.1pp | 80.0%+10.9pp |
| Annual return | 22.38% | 69.37%-47.0pp | 62.79%-40.4pp | 220.34%-198.0pp |
| Employer contribution / active EE | $1,788 | $4,636-61.4% | $4,154-57.0% | $4,156-57.0% |
| Participant deferral / active EE | $3,141 | $6,166-49.1% | $5,453-42.4% | $6,407-51.0% |
| Admin fee / account holder | $165 | $16,471-99.0% | $14,116-98.8% | $12,270-98.7% |